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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,487 | $95,664+38.5% | $76,902+72.3% | $139,487-5.0% |
| Participation rate | 88.9% | 74.0%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.24% | 55.03%-35.8pp | 37.91%-18.7pp | 373.84%-354.6pp |
| Employer contribution / active EE | $3,012 | $3,147-4.3% | $2,534+18.8% | $4,755-36.7% |
| Participant deferral / active EE | $6,024 | $4,626+30.2% | $3,833+57.1% | $6,713-10.3% |
| Admin fee / account holder | $108,440 | $8,311+1204.8% | $5,479+1879.3% | $11,407+850.6% |